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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,716 | $202,389-11.7% | $198,173-9.8% | $248,183-28.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 21.38% | 9.90%+11.5pp | 10.16%+11.2pp | 10.21%+11.2pp |
| Employer contribution / active EE | $41,000 | $36,071+13.7% | $33,192+23.5% | $42,272-3.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $48 | $7,397-99.4% | $7,531-99.4% | $13,518-99.6% |